A PARTNER at Bournemouth-based Steele Raymond has been elected worldwide chair of the global professional body, STEP.
Kelly Greig who is partner and head of estate planning and tax team at Steele Raymond, becomes chair from January 1, 2024.
She succeeds Tony Pitcher whose term ends on December 31, 2023.
STEP is a global professional body, comprising lawyers, accountants, trustees, and other practitioners that help families plan for their futures.
Kelly said: “I am delighted to have been elected chair of STEP and look forward to the year ahead and leading our organisation into the future.
“My focus during the coming months as chair will be on three main priorities. Firstly, facilitating STEP’s necessary evolution, by ensuring that we adapt to the changing needs and expectations of our clients, regulators and other stakeholders.
“Secondly, to make STEP a truly global organisation, by expanding our reach and influence in regions where we already exist and making the most of new opportunities for growth.
“Finally, focusing on the next generation by attracting, developing and retaining new members. I am excited and eager to have the opportunity to work with fellow global members to help make STEP stronger, better and more successful.”
STEP has more than 21,000 members worldwide and its mission is to ‘inspire confidence in families planning their assets across generations.’
STEP’s chief Executive, Mark Walley said: “I’m excited that Kelly has been elected as our chair. She brings a wealth of knowledge, enthusiasm and experience to the role. We particularly value her commitment to equality, diversion and inclusion. I know she will build on the great work Tony has done as Chair.”
Jennifer Rogerson, managing partner at Steele Raymond, said: “We are absolutely thrilled for Kelly. The appointment to chair is richly deserved and is testament to her expertise, dedication and commitment to the profession.”
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